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NUGIX Nuveen Santa Barbara Global Div Gr I

9 lower fee alternatives found

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Fund NUGIX Nuveen Santa Barbara Global Div Gr I ACWV iShares Edge MSCI Min Vol Global ACIM SPDR® MSCI ACWI IMI ETF  
100% 86% 90%
Annual Fees
(0.90% Exp. Ratio)
(0.20% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$37,908.24 $46,820.96 $46,122.32
Est. savings over 30 yrs +$8,912.71 +$8,214.08
As of 9/30/16
1 YR RETURN 10.89%
3 YR 5.65%
5 YR --
10 YR --
1 YR RETURN 16.54%
3 YR 9.56%
5 YR --
10 YR --
1 YR RETURN 13.25%
3 YR 6.11%
5 YR --
10 YR --
The investment seeks an attractive total return comprised of income from dividends and long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in dividend-paying equity securities, which include preferred securities. It normally invests between 40% and 75% of its net assets in non-U.S. securities. The fund may invest up to 10% of its net assets in companies located in emerging market countries. It may invest in small-, mid- and large-cap companies.
The investment seeks to track the investment results of the MSCI ACWI Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI ACWI IMI Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts or Global Depositary Receipts based on securities comprising the index. The index is a free float-adjusted market capitalization-weighted index that is designed to measure the combined equity market performance of developed and emerging markets. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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